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Gargoyle Investment Advisor’s Altria Group MO Stock Holding History

Gargoyle Investment Advisor’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-33,906
Closed -$2.04M – 128
2018
Q3 		$2.04M Hold
33,906
– – 1.47% 28
2018
Q2 		$1.93M Hold
33,906
– – 1.07% 49
2018
Q1 		$2.11M Buy
+33,906
New +$2.25M 0.87% 47

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gargoyle Investment Advisor's MO Position: Q4 2018 in Review

Gargoyle Investment Advisor sold out of Altria Group (MO) in Q4 2018, closing a stake of 33,906 shares — an estimated $2.04M sold.

Gargoyle Investment Advisor first reported a position in MO in Q1 2018 and held it in 3 quarters. The position peaked at $2.11M in Q1 2018. 1,692 funds tracked by Wall St. Rank hold MO as of Q4 2018.

  • Gargoyle Investment Advisor reported no remaining Altria Group position as of Q4 2018 after selling out during the quarter.
  • Gargoyle Investment Advisor sold 33,906 Altria Group shares in Q4 2018, an estimated $2.04M.
  • Gargoyle Investment Advisor first reported a position in Altria Group in Q1 2018 and held it in 3 quarters.
  • Gargoyle Investment Advisor's Altria Group position peaked at $2.11M in Q1 2018.
  • 1,692 funds tracked by Wall St. Rank held Altria Group as of Q4 2018.

Based on Gargoyle Investment Advisor's 13F filing for Q4 2018, filed 14 Feb 2019.